Joseph Rider is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Before joining Fidelity, he worked in various school districts, including Boone County and Erlanger-Elsmere Independent, between 2018 and 2022. Fidelity's Strategic Advisers LLC, a part of Fidelity Investments, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and provides oversight of sub-advisers and share class evaluations.

Kevin Gundlach is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2020. He is dedicated to helping clients work toward their financial goals by simplifying complex financial topics and providing clear guidance. His approach is centered on client needs and supported by Fidelity's resources and ethical standards. Prior to his current role, Kevin held positions at Fidelity Investments including Director, Retirement Planner from 2018 to 2020, and Retirement Relationship Manager from 2011 to 2017. Through these roles, he has developed extensive experience in retirement planning and client relationship management. Kevin holds insurance licenses in Arkansas and California.

Benjamin Siegel is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He works closely with clients to understand their financial goals and situations and assists in developing and maintaining customized financial plans. Prior to his current role, he served as a Financial Consultant at Fidelity Investments from 2018 to 2024, and before that held the roles of Relationship Manager (2016-2018) and High Net Worth Associate (2012-2016) within the same firm. Benjamin holds insurance licenses in Arkansas and California. His extensive experience at Fidelity Investments spans over a decade, during which he has developed expertise in financial consulting and relationship management.

Michael McNamara is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes various roles at The Ohio State University and Hyde Park Country Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios using mutual funds, ETFs, and ETPs.

Bailey Abner is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, Bailey held roles at Huntington Bank and Western Southern, among others. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a wide range of funds and model portfolios.

Daniel Drown is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various Fidelity divisions since 2007. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS‑qualified Charitable Gift Fund. The firm employs a systematic investment process combining proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non‑discretionary portfolios.

Zachery Hertzfeld is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 13 years of industry experience. He has worked across multiple Fidelity entities since 2013, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and systematic methods to construct model portfolios from mutual funds, ETFs, and ETPs.

Jacob Herren is a Wealth Management Planning Consultant at Fidelity Investments. In this role, he focuses on providing financial services tailored to meet the needs of individuals and families, emphasizing building strong, lasting client relationships. Jacob has been with Fidelity Investments since 2015, progressing through roles including Customer Relationship Advocate, High Net Worth Associate Tier I and Tier II, before assuming his current position in 2025. His experience spans various aspects of wealth management, with a focus on high net worth client services. Outside of his professional work, Jacob has personal interests in cooking and baking, fitness, parenthood, and volunteering.

Corey Woodrum is a financial advisor at Fidelity with Series 63 and Series 65 credentials and seven years of industry experience. He has worked with Fidelity Investments and Fidelity Brokerage Services LLC since 2015. Outside of advising, he works as a cook at Manor House, a banquet and conference center in Mason, Ohio. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe. The firm also serves in advisory roles to registered investment companies and utilizes systematic methodologies and long-term asset allocation benchmarks.

Caleb Loftin is a Series 66 licensed advisor at Fidelity with one year of industry experience. Prior to joining Fidelity Investments, he held positions at several companies including Tcc Verizon and Sherwood Midwest Division. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various structures and platforms.

Jacob Robb is a financial advisor with Fidelity Investments in Covington, KY, holding Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he worked briefly at the Robert Louis Group and served in the United States Army from 2020 to 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of algorithmic methods and AI in its investment process.

David Bertsch is a financial advisor at Fidelity with five years of industry experience and holds the Series 66 designation. His prior work includes roles at Plante Moran and Kirk's Natural, LLC, as well as experience at Northern Kentucky University. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of investment products and has a formal advisory role with multiple registered investment companies and fund-of-funds.

Sean Moore is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His background includes roles at Fidelity Investments and prior work in retail and state revenue departments. Outside of his advisory work, he is involved with Cincinnati Catering as a catering associate. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund-of-funds and model portfolios.

Michael Finkelstein II is a financial advisor with Fidelity, holding the Series 63 and Series 66 designations and has one year of industry experience. His background includes roles at Fidelity Investments and various positions related to sports performance and education. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

William Feltner is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked at Paycor for five years. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and oversees affiliated and unaffiliated sub-advisers.

Cheo White is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 designations and possessing six years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC, US Bancorp Investments, and PNC Bank. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Michael Buten is a Financial Consultant I at Fidelity Investments, where he has worked since 2013 in various roles. His current position reflects his ongoing commitment to partnering with families and individuals to develop long-term investment and retirement plans. Michael's experience includes roles such as Planning Consultant, Investment Management Consultant II, Workplace Planning Consultant, Investment Solutions Representative, and High Opportunity at Fidelity Investments. He holds an Arkansas Insurance License, supporting his work in financial consulting. Outside of his professional responsibilities, Michael enjoys family activities, fishing, fitness, gardening, golf, and outdoor adventures.

Tim Herrmann is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2007. In this role, he works to educate and empower clients to understand and select financial products and services that align with their wealth planning goals. Prior to his current position, Tim served as a Financial Representative at Fidelity Investments from 1996 to 2006. Tim holds insurance licenses in Arkansas and California. His extensive experience at Fidelity Investments spans over two decades, during which he has focused on supporting clients in their financial planning and investment decisions.

Amanda Granger is a financial advisor at Fidelity with seven years of industry experience. She holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2017. Her prior work experience includes roles at Groupon Inc and Liberty University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios, with notable use of algorithmic methods and AI in its research.

Justin Bradley is a Series 66 credentialed financial advisor with four years of industry experience. He has worked at Fidelity Investments since 2021 and previously held positions at Citibank, TQL, GreenSky, and Mubea. Bradley is based in Covington, KY. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.